Well nVidia just sells the hardware to the AI companies, so even if the bubble pops, they won't go bankrupt. They will stop making such obscene amounts of money, but they're one (also the largest) of the 3 major GPU vendors. Personal computing still would buy from them, as would non-AI datacenters. He wants to keep the bubble going for as long as possible to boost their profits for as long as he can, but as long as people need graphical rendering and parallel compute power, I don't think nVidia is going anywhere.

Think of them as the guy selling prospectors their tools. They hype everything up and jack up their prices for picks and shovels. When the prospectors don't find any gold to make their investment back, the shovel guy just goes back to selling shovels at normal rates and prices. Sure, he's not making as much profit, but he's still solidly in business.